TagMatiks Wedge - iOS Help

Using the Reference File & Inventory View Feature

 
Summary:

This document illustrates how your own assets inventory list can be used as “Reference file” and link or combine with the “TagMatiks Wedge” inventory data. This document will guide you the procedure to map the Headers of a Reference file and then show them as the Inventory attributes in TagMatiks Wedge application.

Prerequisites
  • RFID Reader should be sufficiently charged.
  • iOS device should be sufficiently charged.
  • Bluetooth of iOS device should be ON.
  • iOS should be kept near to the RFID reader.

This document is divided into multiple sections as:

  • A. Creating a Reference File as sample
  • B. Importing the Reference File
  • C. Header Mapping in TagMatiks Wedge Application
  • D. Setting up “Inventory Data View Configuration” in TagMatiks Wedge Application
  • E. Setting up “Export Fields Configuration” in TagMatiks Wedge Application
  • F. Taking Inventory using TagMatiks Wedge Application
  • G. Exporting Inventory File using TagMatiks Wedge Application
A.Creating Reference File as Sample

The Reference File feature supports both CSV or Xlsx format. If you don’t have a file, you can use Microsoft Excel to create one. A sample is provided below for your ease of use.

In the example above, there are 5 columns and headers. For the sample workflow below, the file is saved as "Wedge_Reference Field_Data.xlsx" and has following Headers:

  • Asset Tag ID
  • Asset Number
  • Asset Name
  • Quantity
  • Expiry Date
Figure 1: Sample Reference File
Importing the Reference File

1. To import the Reference File, click on the “Application Configuration” button - on the left-hand side of application.

2. Then a new window will open, named: “Application Configuration”.

3. For adding a Reference File, click on the “Reference File” button. Please refer to the below image[Figure 03].

Figure 02: Click Application Configuration
Figure 03: Click Reference File






 

4. You’ll navigate to a new page called “Reference File”.

5. Click on the “Browse File” button; to import the reference file in the TagMatiks Wedge Application”. Please refer below image [Figure 04].

Figure 04: Reference File Page

6. Then you must select the appropriate location where the Reference File located on the iOS device. Please note that the file you are using must be located on the iOS device. You can copy over by emailing over or using a third party storage app like One Drive, iCloud, Dropbox or Google Drive.

7. In this example, the Reference file "Wedge_Reference Field_Data.xlsx" is saved in the “Files” folder of an iPad.

8.Select this reference file and then it will be imported into the application; as shown below image[Figure 06]:

Figure 05: Select File from Local
Figure 06: Import Reference File
Header Mapping in TagMatiks Wedge Application

1. Once the Reference file is imported; click on the “Header Mapping” button - on the bottom right - hand side of the application.

2. A new window named “Header Mapping” will open.

3. Click on the drop-down icon of “System Field”, to select the default fields that you want to map with the reference file’s columns.

Figure 07: Click Header Mapping
Figure 08: Map System Fields

4. You’ll see a list of default fields.

5. You must select at least one field. In this example, “EPC” is selected.

Figure 09: Default System Fields
Figure 10: Select System Fields

6. Click on the drop-down icon of “Reference Field” to map the Header of reference file with default selected field of the TagMatiks Wedge application.

7. The application will show you the list of Reference fields.

8. You must select at least one field that you want to make it as a primary field to the default field. In this example, “Asset Tag ID” is selected.

9. After selecting both fields, click on the “Add” button to map these two headers.

Figure 11: Reference Fields List
Figure 12: Click Add Button

10. As a result, the Header Mapping field is added. As highlighted in the blue circle.

11. Then click “Save” button on the bottom right - hand side of the application.

12. As a result, application confirms that “Header Mapping saved Successfully”.

Figure 13: Click Save Button
Figure 14: Save Header Mapping Sucess Message View
Setting up “Inventory Data View Configuration” in TagMatiks Wedge Application

The data view feature allows you to customize the view when conducting inventories so you can see data that is best fit for your application. To configure the data view settings of Inventory operation, in TagMatiks Wedge application; please follow below steps:

1. Open the Setting page and click on the “Application Configuration” button - on the left-hand side of application.

2. Then a new window will open, named: “Application Configuration”.

3.Select “Inventory Data View Configuration” button.

Figure 15: Click Application Configuration
Figure 16: Click Inventory View Configuration
Figure 17: EPC as Default Field

4.A new window will open, named: “Inventory Data Configuration”.

5. By default, application consider “Field 1” as EPC value. Refer below image.

6. Although fields can be editable, users can change the field with any of the system field or reference field.

7. Like here, the “EPC” (system field) is replaced with “Asset Name” (reference field). Refer below image.

8. Similarly, select field 2; like here “Field 2” as “Asset Tag ID”

Figure 18: Map Field 1
Figure 19: Map Field 2

9.Similarly, select field 3; like here “Field 3” as “Asset No.”

10. Similarly, select field 4; like here “Field 4” as “Quantity”

Figure 20: Map Field 3
Figure 21: Map Field 4

11. Similarly, select field 5; like here “Field 5” as “Expiry Date”

12. You can select & keep any of these Fields - either from “System Field” or from “Reference Field”.

13. Then click “Save” button on the bottom right - hand side of the application.

14. As a result, application confirms that “Application Data View Configuration Saved Successfully”. Refer below image.

Figure 22: Map Field 5
Figure 23: Save Inventory View
Setting up “Export Fields Configuration” in TagMatiks Wedge Application

To configure the export Inventory file settings, in TagMatiks Wedge application; please follow below steps:

1. Open the Setting page and click on the “Application Configuration” button - on the left-hand side of application.

2. Then a new window will open, named: “Application Configuration”.

3. Select “Export Configuration” button.

4. Under Export Configuration, click on the drop-down icon of “Export Field Settings” button. Refer below image:

Figure 24: Click Application Configuration
Figure 25: Click Export Configuration
Figure 26: Click Export Field Settings

5. In the drop-down list, please select/enable the fields, those you want to be part of your Inventory file.

6. You can select any field either from “system field’ or from “reference field”. For this example, we have enabled multiple fields from both “system field’ & “reference field” – for our export Inventory file.

7. To save these field settings, click on “ √ ” (check mark) icon on the Top – Right hand side of the application.

Figure 27: Export System Fields
Figure 28: Export Reference Fields
Taking Inventory using TagMatiks Wedge Application

1. To take the inventory considering reference fields; press “Inventory” button - on the left-hand side of application.

2. Then a new window will open, named: “Inventory.”

3. Create a new Inventory transaction, by pressing “+” button on the right bottom of the application.

Figure 29: Select Inventory
Figure 30: Click Add Inventory button

4. Then create a new Inventory and name the Inventory list. Like here it is created on the name of “REFERNCE FILE TESTING”

5. Press “Scan” button (on the right bottom of the application) for taking the inventory. We have 10 items to scan in this example.

Figure 31: Enter Inventory Name
Figure 32: Click Scan button

6. The RFID reader is in polling state and reading the tags. Same can be seen in the application window. Refer below image:{figure 33]

7. Once you Press “Stop” button (on the right bottom of the application); reader will stop reading the tags.

8. As a result, the 10 Asset tags will populate on the application window along with their respective Refence fields, as shown in below image.

Figure 33: Inventory Scanned List
Figure 34: Scanned Inventory Tags











 

9. The details of each tag can be seen by clicking on any of the read tag, as:

Figure 35: View Tag Details Page -01
Figure 36: View Tag Details Page -02
Figure 37: View Tag Details Page -03
Exporting Inventory File using TagMatiks Wedge Application

After taking the Asset Inventory, the inventory data can be exported as:

1. Open the inventory file; like here the Inventory file is: “REFERNCE FILE TESTING”.

2. Then click on the “Export” button – on the bottom right-hand side of the application.

3. Once, export button is clicked then application will export the file locally on the iOS device and give the message that “Exported Successful. You can view exported files in Files app”. Refer below image:

Figure 38: Click Export Button

4. To view the exported Inventory file, click on the “View File” button.

5. As a result, the inventory file of 10 items will be open on the iOS device.

Figure 39: Click View File
Figure 40: View Exported File